Client Success

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Summary

Joshua Carrasco
Last edited 300 days ago by Joshua Carrasco

Created: [Date]

Effective Date: [Date]

Executive summary

In 2 sentences what is this project about?

Background

What led up to this project? Why is it important? What impact will it have on the business?

Problem statement

What problems are we trying to solve?

Objective

The Objective is the goal you want to achieve—increase brand awareness, create the lowest carbon footprint in your industry, that sort of thing.

Key Performance Indicators - KPI's

A single data point or ‘health metric’ to track and monitor performance of a business as usual process.
100% Clients Acquired per month retained
Conduct at least 4 Client Happiness/Client Satisfaction surveys/calls in a month for all closed clients
10 VAs placed for External Clients in a month
100% of orders processed accurately
100% of orders replaced when Client requested

Critical Drivers (Actions)

Key Actions / Input / Lead Measures
Critical drivers are the actions that need to be done in order to achieve the KPI result.

Definition of Done

Describe what's true if it's working. It's the outcome (not detailing the how).
How will you know it is done? If a project manager completed only this, would you be happy


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